Balance Transfer Loan :

Balance Transfer (BT) facility allows any borrower to shift their loan from its existing lender to another lender for a lower rate of interest (ROI) or for an increase in the loan amount (Commonly known as Top Up Loan).

Documents Required:

For any loan application, a minimum set of documents are generally required by any financial institution in order to process the application. The list of documents required are as follow:

  1. Identity Proof: Identity proof can include PAN card, Aadhar card, Voter ID card, Passport, etc.
  2. Address Proof: Address proof can include Aadhar card, Passport, Utility Bills, etc.
  3. Income Proof: Income proof can include ITR documents, Form 16, Salary slips, Form 26AS and Bank statements.
  4. Business Existence Proof: This is usually required in the case of a self-employed borrower and can include a GST registration certificate, trade license, partnership deed, etc. In the case of a self-employed professional like CA or Doctor, a certificate of practice and degree is also required.
  5. Loan Details: This includes sanction letter or repayment schedule of any existing running loans along with its repayment bank account statement.
  6. Property Documents: This includes a complete chain of property documents like sale deed, conveyance deed, allotment letter, sale-purchase agreement, possession letter, etc., and certificate of approved sanctioned maps and plans for construction.

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